Discipline Wealth Solutions, LLC Northern Lts Fd Tr Iii Hcm Def Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Northern Lts Fd Tr Iii Hcm Def stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 41,754 shares of LGH stock, worth $2.37 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
41,754
Previous 42,357
1.42%
Holding current value
$2.37 Million
Previous $2.05 Million
11.15%
% of portfolio
0.92%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding LGH
# of Institutions
41Shares Held
10.4MCall Options Held
0Put Options Held
0-
Howard Capital Management Inc.6.03MShares$342 Million4.2% of portfolio
-
Envestnet Asset Management Inc747KShares$42.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL593KShares$33.7 Million0.06% of portfolio
-
Brinker Capital Investments, LLC567KShares$32.1 Million0.04% of portfolio
-
Orion Portfolio Solutions, LLC524KShares$29.7 Million0.27% of portfolio